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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,115 | $110,240+1.7% | $96,544+16.1% | $139,487-19.6% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 19.38% | 26.41%-7.0pp | 25.88%-6.5pp | 373.84%-354.5pp |
| Employer contribution / active EE | $3,279 | $3,622-9.5% | $2,966+10.5% | $4,755-31.0% |
| Participant deferral / active EE | $8,099 | $5,549+46.0% | $4,851+66.9% | $6,713+20.7% |
| Admin fee / account holder | $2,036 | $11,602-82.5% | $8,254-75.3% | $11,407-82.2% |